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U.K. (FTSE) Real Estate Industry Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies28
  • 7D2.0%
  • 3M1.3%
  • 1Y-16.9%
  • YTD-6.4%

Savills is up 5.6%, leading the way for the Real Estate industry, which has gained 2.0%. In the past year, the industry is down 17%. As for the next few years, earnings are expected to grow by 28% per annum.

Industry Valuation and Performance

Has the U.K. Real Estate Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Jun 2026UK£4.9bUK£4.2bUK£158.7m14.6x31.1x1.2x
Wed, 13 May 2026UK£4.8bUK£4.3bUK£245.3m14.1x19.7x1.1x
Fri, 10 Apr 2026UK£4.8bUK£4.2bUK£164.3m14.9x29.3x1.1x
Sun, 08 Mar 2026UK£6.5bUK£4.3bUK£296.0m15.3x22x1.5x
Tue, 03 Feb 2026UK£8.1bUK£4.5bUK£506.6m15.2x16x1.8x
Thu, 01 Jan 2026UK£7.9bUK£4.5bUK£495.9m15.1x15.8x1.7x
Sat, 29 Nov 2025UK£8.0bUK£4.6bUK£504.0m15.4x15.9x1.8x
Mon, 27 Oct 2025UK£8.1bUK£4.7bUK£382.1m15.6x21.2x1.7x
Wed, 24 Sep 2025UK£8.0bUK£4.5bUK£333.8m15.9x24x1.8x
Fri, 22 Aug 2025UK£8.2bUK£4.5bUK£343.9m15x23.8x1.8x
Sun, 20 Jul 2025UK£10.6bUK£7.2bUK£356.6m15.2x29.7x1.5x
Tue, 17 Jun 2025UK£10.4bUK£7.0bUK£336.2m15.5x31.1x1.5x
Thu, 15 May 2025UK£10.4bUK£7.2bUK£242.6m25x42.9x1.4x
Sat, 12 Apr 2025UK£8.9bUK£7.3bUK£156.3m22.5x56.8x1.2x
Mon, 10 Mar 2025UK£9.3bUK£7.1bUK£166.9m22x55.5x1.3x
Wed, 05 Feb 2025UK£9.4bUK£7.2b-UK£38,758,047.1423.9x-243.2x1.3x
Fri, 03 Jan 2025UK£9.6bUK£7.3b-UK£72,607,217.5523.5x-132.7x1.3x
Sun, 01 Dec 2024UK£9.4bUK£7.3b-UK£63,832,641.9618.5x-147.8x1.3x
Tue, 29 Oct 2024UK£9.7bUK£7.2b-UK£83,408,696.1616x-116.1x1.4x
Thu, 26 Sep 2024UK£9.9bUK£7.2b-UK£78,068,403.1916.3x-126.6x1.4x
Sat, 24 Aug 2024UK£10.1bUK£7.1b-UK£97,947,508.4216.3x-102.8x1.4x
Mon, 22 Jul 2024UK£10.3bUK£7.2b-UK£177,888,615.7517.5x-57.9x1.4x
Wed, 19 Jun 2024UK£10.0bUK£7.2b-UK£177,135,669.5817x-56.7x1.4x
Fri, 17 May 2024UK£10.5bUK£7.2b-UK£213,845,303.8020x-49.2x1.5x
Sun, 14 Apr 2024UK£9.7bUK£7.4b-UK£261,555,203.2018.7x-37.2x1.3x
Tue, 12 Mar 2024UK£9.5bUK£7.5b-UK£298,783,805.9515.8x-31.8x1.3x
Thu, 08 Feb 2024UK£9.7bUK£7.1b-UK£278,319,096.3915.5x-35x1.4x
Sat, 06 Jan 2024UK£9.7bUK£8.2b-UK£242,157,067.0014.8x-40.1x1.2x
Mon, 04 Dec 2023UK£9.2bUK£8.2b-UK£253,216,895.0013.4x-36.2x1.1x
Wed, 01 Nov 2023UK£8.3bUK£8.2b-UK£44,064,669.0011.7x-188.7x1x
Fri, 29 Sep 2023UK£8.7bUK£8.4bUK£215.9m10.9x40.5x1x
Sun, 27 Aug 2023UK£9.2bUK£8.5bUK£294.9m11.5x31.2x1.1x
Tue, 25 Jul 2023UK£9.3bUK£8.3bUK£363.0m11.8x25.7x1.1x
Thu, 22 Jun 2023UK£9.3bUK£8.5bUK£317.6m12x29.4x1.1x
Price to Earnings Ratio

29.4x


Total Market Cap: UK£9.3bTotal Earnings: UK£317.6mTotal Revenue: UK£8.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Real Estate Industry Price to Earnings3Y Average 334.1x202420252026
Current Industry PE
  • Investors are pessimistic on the British Real Estate industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 31.1x which is lower than its 3-year average PE of 334x.
  • The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have declined 21% per year over the last three years,
  • Revenues have also declined 21% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.K. Real Estate industry?

GB Market0.98%
Real Estate4.67%
Real Estate2.01%
Real Estate Services3.92%
Real Estate Development0.98%
Real Estate Operating Companies-0.078%
Diversified Real Estate-0.22%
Industry PE
  • Investors are most optimistic about the Real Estate Development industry which is trading above its 3-year average PE ratio of 15.0x.
    • Analysts are expecting annual earnings growth of 55.6%, which is higher than its past year's earnings decline of 83.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate Development industry, expecting annual earnings growth of 56% over the next 5 years.
  • This is better than its past earnings decline of 83% per year.
  • In contrast, the Real Estate Operating Companies industry is expected to see its earnings grow by 18% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SVS SavillsUK£8.735.6%
+UK£63.7m		-11.0%PE17.1x
IWG International Workplace GroupUK£1.833.6%
+UK£60.8m		-7.8%PE131.3x
HWG Harworth GroupUK£1.304.3%
+UK£17.6m		-25.9%PE44.6x
LSL LSL Property ServicesUK£2.183.3%
+UK£7.0m		-27.3%PE12.8x
PSDL Phoenix Spree DeutschlandUK£1.712.4%
+UK£3.7m		0%PS8x

Latest News

FPO
UK£0.14
First Property Group
7D
-3.6%
1Y
5.9%
CPAI
UK£0.0066
capAI
7D
-2.5%
1Y
-86.5%
SVS
UK£8.73
Savills
7D
5.6%
1Y
-11.0%
Narrative Update • Jun 08

SVS: Recent Buy Rating Momentum Will Drive Future Re Rating

Analysts have raised their Savills price target to £14.00 from £12.47, citing increasingly positive research coverage from several banks and a slightly lower required return in their valuation work. Analyst Commentary Bullish Takeaways Bullish analysts highlight the initiation of fresh research coverage as a sign that Savills is attracting renewed institutional attention, which they see as feeding into higher valuation frameworks and the latest £14.00 price target.
FOXT
UK£0.45
Foxtons Group
7D
0.9%
1Y
-28.5%
Narrative Update • Jun 05

FOXT: Updated Profitability Assumptions Will Support A Steady Fairly Valued Outlook

Analysts have adjusted their price target for Foxtons Group to £0.50 from £0.50, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions, while keeping the headline valuation level unchanged. What's in the News No recent Foxtons Group news items or key developments were identified in the provided sources.
RGG
UK£0.33
RentGuarantor Holdings
7D
4.8%
1Y
20.0%
WJG
UK£0.20
Watkin Jones
7D
-1.5%
1Y
-34.6%
IWG
UK£1.83
International Workplace Group
7D
3.6%
1Y
-7.8%
Narrative Update • Jun 02

IWG: Bullish BNP Paribas Initiation And Higher P/E Support Upside Potential

Analysts have reiterated their £2.81 price target on International Workplace Group, with the latest bullish initiation highlighting expectations for a P/E of about 19x, supported by a constructive view on the business model and earnings potential. What's in the News No recent company specific news items were identified in the provided sources for International Workplace Group, so investors may want to rely on regulatory filings and official company communications for the latest updates.
PSDL
UK£1.71
Phoenix Spree Deutschland
7D
2.4%
1Y
0%
LSL
UK£2.18
LSL Property Services
7D
3.3%
1Y
-27.3%
HWG
UK£1.30
Harworth Group
7D
4.3%
1Y
-25.9%
ALNA
UK£0.10
Alina Holdings
7D
-2.1%
1Y
38.3%
ASLI
UK£0.19
abrdn European Logistics Income
7D
0.9%
1Y
-68.8%
TPFG
UK£4.83
Property Franchise Group
7D
-1.1%
1Y
-11.8%
ROAD
UK£0.59
Roadside Real Estate
7D
-1.3%
1Y
27.4%